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So far Chad has created 14 blog entries.

Big Texas Merger Blends Wirehouse and Indie Practices

Increasing sophistication around independent RIA support was vital to the merger this past week of breakaway wealth shop Syntal Wealth Partners and a prominent Merrill Lynch team in Dallas. But friendship and complementary skill sets – forged over more than a decade – were the real catalysts, say those who made the deal. “Ben and [...]

Big Texas Merger Blends Wirehouse and Indie Practices2018-07-29T12:27:49+00:00

With the new additions, Syntal Capital Partners has expanded its team to a total staff of 12

A team of advisors who previously managed $600 million in client assets at Merrill Lynch’s Private Banking and Investment Group (PBIG) in Dallas, Texas have left the wirehouse for RIA Syntal Capital Partners. The four-person team is led by financial advisor Ben Gordon, who had joined Merrill Lynch in 1994 and specialized in investment strategy [...]

With the new additions, Syntal Capital Partners has expanded its team to a total staff of 122018-05-29T10:58:34+00:00

The three-member adviser team expands the footprint of Syntal Capital Partners

Merrill Lynch loses $600 million team to Texas RIA. A three-person team managing $600 million at Merrill Lynch Private Banking and Investment Group in Dallas has joined Syntal Capital Partners, a registered investment advisory firm based in Midland, Texas. The addition of the team expands the Texas footprint of Syntal, which was founded in 2012 [...]

The three-member adviser team expands the footprint of Syntal Capital Partners2018-05-29T10:58:35+00:00

Dallas RIA with $550 million jumps to $1.1 billion of AUM by slicing off $550 million of PBIG bacon in form of Merrill Lynch breakaways

With Pershing and Dynasty Financial as anchors, Syntal breaks down Private Banking Investment Group walls at Merrill Lynch on the strength of Texas ties. Brooke's Note: This summer when I went to Maine, I was the first family member to plunge into the cold Atlantic Ocean. It was a warm day but I also wanted [...]

Dallas RIA with $550 million jumps to $1.1 billion of AUM by slicing off $550 million of PBIG bacon in form of Merrill Lynch breakaways2018-05-29T10:58:35+00:00

600M Merrill team leaves for Dynasty-affiliated RIA

A Merrill Lynch team that oversaw $600 million in client assets left the wirehouse to join an RIA affiliated with Dynasty Financial Partners, the firm said. The four-member group combined forces with Syntal Capital Partners, expanding the Midland, Texas-based firm's total staff to 12. The new hires, led by advisor Ben Gordon, are based in [...]

600M Merrill team leaves for Dynasty-affiliated RIA2018-05-29T10:58:36+00:00

FT 300: 2017 List of Top US Registered Investment Advisers

Proud to have six Network Partners on the FT 300: top ranked RIA list. https://lnkd.in/dsXsZGA This fourth edition of the FT 300 assesses registered investment advisers (RIAs) on desirable traits for investors. To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange [...]

FT 300: 2017 List of Top US Registered Investment Advisers2018-05-29T10:58:36+00:00

America’s Top Next Generation Wealth Advisors

We are extremely proud of Dane Crunk of Syntal Capital Partners, LLC for being named to Forbes list of Top Millenial Advisors and grateful to have him and his team in the Network! Congratulations to all the advisors named to this list! https://lnkd.in/dbDAA73

America’s Top Next Generation Wealth Advisors2018-05-29T10:58:36+00:00

Dane E. Crunk Quoted in NY Times Article

A recent NY Times article discusses the boom and bust nature of the oil industry and the planning opportunities that arise during such downturns.  The full article can be read here.

Dane E. Crunk Quoted in NY Times Article2018-05-29T10:58:37+00:00

Crude Oil Outlook Update

Lower for (even) longer In our January oil outlook update, our forecast for oil prices this year was adjusted down to $30~$50 from $40~$60, expecting the realignment of OPEC quota post Iran/Iraq production increases to normalize oil prices back to $80 range in 2018. OPEC inaction and weakening Chinese appetite were key factors behind the [...]

Crude Oil Outlook Update2018-05-29T10:58:37+00:00

Model Behavior

The Fed’s own risk models painted a contradictory picture by spiking up just before the FOMC meeting. As the Fed continues to avoid rate hikes by kicking the decision down to December or possibly 2016, the new hawkish voting members of FOMC will be put in a tough spot to fight consensus. While the new [...]

Model Behavior2018-05-29T10:58:38+00:00